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WHERE WILL YOUR JOURNEY BEGIN?

Shaping Wealth experiences range from an easy-and-fun engagement dashboard to immersive coaching programs. Our most forward-looking clients mix-and-match experiences tailored toward motivating talent and engaging clients. Choose the adventure that's right for you based on your on your aspirations, energy, and budget.

OUTSOURCED CHIEF BEHAVIORAL OFFICER
The Outsourced Chief Behavioral Officer platform delivers you a flow of weekly, monthly, and quarterly applied behavioral insights and tools that are easy-to-understand and easy-to-share. This subscription-based experience takes place through a beautiful proprietary dashboard with hundreds of impactful, original pieces of content.

FOUNDATIONS OF BEHAVIORAL ADVICE
Your starting point to understand and improve the human experience of money – for you, your team, and your clients. This 4-part seminar is open to any member of a wealth management firm, both advisors and non-advisors. Consider Foundations as the first step in fortifying a human-centric wealth culture that motivates teams and leads to exceptional client experiences.

BUILDING THE BEHAVIORAL ADVISOR
Building the Behavioral Advisor is an immersive coaching program its alumni refer to as “transformational” for themselves not only as advisors but as people. This carefully-crafted experience trains “player-coaches” in the quest for funded contentment. It combines live instruction, peer-to-peer learning, self-paced study, and guided self-reflection. Advisors walk away from BTBA with an extensive and original toolkit to motivate deeper, more trusting, longer-term client engagements and multi-generational loyalty.

NAVIGATOR

The Navigator Series enhances client meetings using financial planning psychology. This training covers screening, discovery, plan presentation, and ongoing engagement through four workshops. Learn frameworks, questions, and scripts to build relationships and scale your business. Limited-capacity workshops employ experiential learning for busy professionals.

WORKSHOPS
Resilience. Empathy. Storytelling. Wellbeing. We build each of our workshops to charge your superpowers not only as an advisor but as a human being. The perspectives and skills obtained in these (typically) half-day experiences empower you, your colleagues, and your clients flourish and drive toward funded contentment.

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